Discipline Wealth Solutions LLC Boosts Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Discipline Wealth Solutions LLC grew its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 25.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,057 shares of the company’s stock after purchasing an additional 827 shares during the period. Vanguard Small-Cap ETF makes up about 0.5% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 25th largest position. Discipline Wealth Solutions LLC’s holdings in Vanguard Small-Cap ETF were worth $962,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in VB. Triad Wealth Partners LLC purchased a new stake in shares of Vanguard Small-Cap ETF during the second quarter valued at approximately $27,000. ORG Wealth Partners LLC purchased a new stake in shares of Vanguard Small-Cap ETF during the third quarter valued at approximately $28,000. Kozak & Associates Inc. purchased a new stake in shares of Vanguard Small-Cap ETF during the third quarter valued at approximately $34,000. Turtle Creek Wealth Advisors LLC purchased a new stake in shares of Vanguard Small-Cap ETF during the second quarter valued at approximately $36,000. Finally, Pin Oak Investment Advisors Inc. purchased a new stake in shares of Vanguard Small-Cap ETF during the third quarter valued at approximately $37,000.

Vanguard Small-Cap ETF Stock Down 0.2 %

VB opened at $259.34 on Wednesday. The firm’s 50 day moving average is $244.38 and its 200-day moving average is $231.39. The firm has a market capitalization of $64.23 billion, a P/E ratio of 14.11 and a beta of 1.17. Vanguard Small-Cap ETF has a 52-week low of $197.76 and a 52-week high of $263.35.

Vanguard Small-Cap ETF Profile

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that is based on the CRSP US Small Cap index. The fund tracks the CRSP US Small Cap Index. The market-cap-weighted index includes the bottom 2-15% of the investable universe. VB was launched on Jan 26, 2004 and is managed by Vanguard.